Transactions

  • October 30, 2017 - Roberta Roller Rabbit has been sold to an investor group

    Avalon Net Worth has identified an investor group for the acquistion of Roberta Roller Rabbit... 

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  • March 31, 2017 - Atlantic Street Capital portfolio's company, Alex Apparel Group, Inc., have acquired Sally Lou Fashions

    Avalon Net Worth has identified a strategic target company for Atlantic Street Capital and its portfolio company, Alex Apparel Group, to aquire... 

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  • March 02, 2017 - ANW has advised on the sale of Jaclyn, Inc. (OTCMKTS:JCLY), to an affiliate of Golden Touch Imports, Inc.

    Jaclyn, Inc. (OTCMKTS:JCLY), a $175 million (revenues) multi-line fashion and accessory firm, has been sold to an affiliate of Golden Touch Imports, Inc. ... 

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  • February 27, 2017 - Molli Partners LLC has sold its four shoe brands to Teshoeque LLC

    Molli Partners LLC has completed a sale of it's major brands to Teshoeque LLC... 

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Noteworthy

  • October 17, 2017 - Global Private Wealth Dallas Forum on Macroeconomics

    At the 2017 GPW Dallas Forum our Co-CEO, Lynda Davey, spoke alongside other prominent industry executives regarding the current

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  • July 25, 2017 - Retail Summer School at Columbia Business School

    Richard Jaffe, a Managing Director at Avalon, along with Shoptalk, will host the 9th Annual Retail Summer School at

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  • May 10, 2017 - Retail’s Private Equity Legacy: Big Debt, Big Problems

    In an article published by WWD magazine our Co-CEO, Jack Hendler, shares his insight on Private Equity in the

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  • April 04, 2017 - Why Millennials and Mid-Market Firms Are a Fashion Match

    Apparel magazine published an article where our Co-CEO, Jack Hendler, discusses Milennials and Retail...    Read More...

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Avalon Group and Schwartz Heslin Group form strategic alliance

Avalon Group, Ltd. (“Avalon”) and Schwartz Heslin Group, Inc. (“SHG”) are pleased to announce the formation of an alliance to better and more broadly serve their customer bases.

Avalon Group and its affiliate, Avalon Securities, were founded in 1992 as one of the few woman-owned FINRA and SEC registered investment banks. With offices in New York and Dallas, Avalon offers transaction and corporate finance advisory services to public and private middle market companies in the consumer products, specialty retail, biotechnology, healthcare, and alternative energy sectors. Avalon provides execution capabilities in equity and/or debt capital raising, private placements and mergers & acquisitions transactions.


Schwartz Heslin Group, Inc. was founded in 1985 and provides expertise in strategic planning, corporate finance, strategic merger and acquisition advisory, implementation, turnaround situations, valuations, and due diligence. With offices in Albany, Syracuse and London, UK, SHG has worked on more than 500 engagements, with particular industry expertise in advanced materials, communications, technology and media.

The alliance will leverage the strengths of the individual companies to offer a more robust array of transaction, advisory and valuation services to public, private and family-owned businesses. Both Avalon and SHG have long-term successful track records with a sharp focus on middle market transactions and advisory assignments. Their combined complement of senior bankers will work collaboratively for their clients on strategic and financial transactions, valuation assignments and assistance with operating problem resolution and top line growth planning. It is expected that this broadening of services will enhance Avalon’s and SHG’s ability to service existing clients while providing a strong base from which to attract and build new client relationships.

In commenting on the new venture, Lynda Davey, founder and Chief Executive Officer of Avalon said, “Our alliance with SHG will provide enhanced execution capabilities in a number of different industry verticals by providing deeper strategic advisory and valuation services, thereby enabling us to more closely align our interests with those of our clients.” Robert Schwartz founder and Managing Director of SHG added, “This new relationship with Avalon will enable each of us to bring enhanced value for our respective clients by delivering a more robust array of capabilities.”